- Covr Financial Technologies (Hartford, CT)
- …long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and ... Internal Wholesaler ( Life Insurance ) REPORTS TO: Chief Revenue Officer DEPARTMENT: S ales FLSA STATUS: Exempt WORK SCHEDULE: M-F, Standard business hours… more
- JPMorgan Chase (Plano, TX)
- JP. Morgan Asset & Wealth Management Finance and Business Management is looking for a Financial Associate to join their team in Plano, Texas. This role ... Financial Officer of the Global Private Bank Annuities & Life Insurance division. The position involves conducting...Execute on ad-hoc requests from various stakeholders and senior management (eg, various business senior leaders, both AWM and… more
- Citigroup (New York, NY)
- …credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . Our core activities are safeguarding assets, lending ... **SVP Cash Management Sales Officer - Global Solution Sales (Consumer,...employee benefits, including: medical, dental & vision coverage; 401(k); life , accident, and disability insurance ; and wellness… more
- EPAM Systems (New York, NY)
- …problems. Years of expertise in a combination of information technology, retail banking, wealth management , asset management , and capital markets. If this ... one or more of the following areas: retail banking, wealth management , asset management , or...Commuter) + Short-Term and Long-Term Disability (Company Provided) + Life and AD&D Insurance (Company Provided) +… more
- TD Bank (Keene, NH)
- …markets, financial goals, investment and insurance strategies and products, and wealth management . You must also possess strong interpersonal skills in order ... able to attract and retain clients by addressing their wealth management advisory needs. You will meet...sales opportunities as well as referral opportunities to TD Wealth businesses and affiliates + Meets the insurance… more
- CIBC (Newport Beach, CA)
- …business; identifies and develops new business opportunities. + Guide client conversations for life driven wealth management through proactive advice. + ... primary purpose is identifying, cultivating and introducing new private wealth management relationships with high-net-worth individuals, family offices,… more
- DXC Technology (East Hartford, CT)
- …Traditional Life ** products. + **Extensive hands-on experience with Vantage/wmA ( Wealth Management Accelerator) is mandatory.** + **Proven track record in ... digital transformation strategies. This role demands **deep expertise in life insurance ** , particularly Universal Life... products, along with a **strong background in Vantage/wmA ( Wealth Management Accelerator)** . You will be… more
- Charles Schwab (Austin, TX)
- …Schwab's Wealth & Advice Solutions (WAS) organization offers industry-leading wealth management experiences, through solutions like Schwab Wealth ... collaboration skills; a proven team player. + Prior experience in financial services and/or wealth management is preferred. In addition to the salary range, this… more
- Columbia Bank (Hillsboro, OR)
- …retain existing clients. Works with the CWA Protection Strategist to include risk management insurance strategies in wealth plans. + Conducts comprehensive ... Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon...match for qualifying associate contributions, an employee assistance program, life insurance , disability insurance , tuition… more
- Charles Schwab (Phoenix, AZ)
- …client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth ... Expert level knowledge and experience in delivering advice surrounding all critical wealth management issues. Provide strategic insight into initiatives and… more